Stocks in which Mukul Agrawal bought stake in Q3FY26; Do you own any?

Synopsis:- Ace investor Mukul Agrawal added fresh stakes in Q3FY26, acquiring 4.4 crore shares (1.68%) in an infrastructure player and 15 lakh shares (1.33%) in a recently listed pharma company. His public portfolio spans 70 stocks with a net worth of ₹6,500+ crore, highlighting continued focus on emerging opportunities.

Mukul Agrawal is a well-known Indian equity investor recognised for his focused mid- and small-cap stock picks. He is respected for identifying growth-oriented businesses early, following a long-term investment approach, and maintaining high conviction in fundamentally strong companies across emerging sectors. As per the latest corporate shareholdings filed, Mukul Agrawal publicly holds 70 stocks with a net worth of over Rs. 6,504.0 Cr.

Hindustan Construction Company Ltd

Hindustan Construction Company Ltd is a leading Indian infrastructure firm with decades of experience in complex engineering projects. It has played a key role in building highways, metro rail, tunnels, bridges, dams and power plants, contributing significantly to India’s infrastructure development.

With a market capitalisation of Rs 5,296.56 crore, the shares were trading at Rs 20.22 per share, decreasing around 2.22 percent as compared to the previous closing price.

Ace investor Mukul Agrawal made fresh investment in the company by acquiring 44,019,921 equity shares which is equivalent to 1.68 percent, in the company as of December 2025. The company’s revenue stood at Rs 961 crore in Q2FY26. During the same time frame, net profit stood at Rs 48 crore.

Sudeep Pharma Ltd

Sudeep Pharma Ltd is an Indian pharmaceutical company specializing in excipients and specialty chemicals. The company serves global pharma and nutraceutical clients, focusing on high-quality, compliant products, strong R&D capabilities, and expanding its presence across regulated international markets.

With a market capitalisation of Rs 6,448.80 crore, the shares were trading at Rs 570.95 per share, decreasing around 3 percent as compared to the previous closing price.

Ace investor Mukul Agrawal bought a fresh stake of around 1,500,117 equity shares, equivalent to 1.33 percent, in the company as of December 2025. The company’s revenue stood at Rs 163 crore in Q2FY26. During the same time frame, net profit stood at Rs 47 crore.

Recently, Sudeep Pharma Ltd made a strong stock market debut, listing at ₹730 against an issue price of ₹593, delivering 23% listing gains. The ₹895 crore IPO saw healthy investor interest, with a minimum investment of ₹14,075 per lot, reflecting positive sentiment toward the company’s growth prospects.

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